Red Flags That Never Show Up in Manager Performance Screens Carter France | Co-Head of Manager Research Last Updated: July 28, 2026 In my May 19, 2026, article, “Why Most Portfolio Manager Mistakes Seem Smart at the Time”, I explored a difficult reality of manager...
Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...
LPL Research Last Updated: July 24, 2026 LPL Research provides its Weekly Market Performance for the week of July 20, 2026. U.S. equities traded lower on the week as investor worries around the costs and returns of artificial intelligence investments tamped risk...
State of the Private Equity Buyout Market Michael McClain | Alternative Investment Research Analyst and Due Diligence Last Updated: July 21, 2026 Private Equity Buyout Market Private equity buyouts remain a cornerstone of many private market programs. However, today,...
Midterm Elections: Volatility Creates Opportunity Jeff Buchbinder | Chief Equity Strategist Last Updated: July 22, 2026 Additional content provided by Kent Cullinane, CFA, Sr. Analyst, Research. Why Does Midterm Election Volatility Create Opportunity? With midterm...
